Why You Should Not Wait Another Day to Join this Conversation

​In a few days, Baltimore will be abuzz with people  from all over the nation. They will be in a conversation that you should be a part of. Answer a few quick questions to find out what this conversation has to do with you: Do you work for a nonprofit (leader, employee, volunteer)? Are you … Continue reading Why You Should Not Wait Another Day to Join this Conversation

Leaves From a Tree, What Will Your Legacy Be

After a cool brisk walk this morning, I am more convinced than ever - Fall is my favorite time of year. Seasons change and life happens. Leaves from a tree, what will your legacy be? Make sure your estate plan is up-to date. If you do not have one in place, get busy putting your … Continue reading Leaves From a Tree, What Will Your Legacy Be

When’s the Best Time to Get an Estate Plan?

One of the frequent questions I get is - “when is the best time to get an estate plan?” How do I answer this question - that depends. Most often the answer I give is what you’ll read below: When all is well with you - that’s the best (ideal) time to get your estate … Continue reading When’s the Best Time to Get an Estate Plan?

My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice

On a recent bright and sunny morning, I had two conversations before 10 AM with individuals seeking information about estate planning. That's not unusual. However, the conversations were with family members seeking to learn about what can be done for a loved one who has some memory loss. The conversations went something like this: I … Continue reading My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice

Handwritten Notes Make A Will – Not So For Most of Us

Handwritten Will Valid or Not? From time to time, I get questions about handwritten wills. In particular, is a handwritten will valid? This is a loaded question. The response to the question will be based on Maryland law. Here’s a scenario that was presented to me: Mr. Bob Smith was sitting around one evening relaxing and … Continue reading Handwritten Notes Make A Will – Not So For Most of Us

3 Things a Scoop of Ice Cream Can Tell You About Estate Planning

How in the world does ice cream and estate planning end up in the same post - is probably what you are thinking? Ice cream is not just kids' play. The treat has national recognition on a grand scale. In 1984, President Ronald Reagan proclaimed July as National Ice Cream Month and established National Ice … Continue reading 3 Things a Scoop of Ice Cream Can Tell You About Estate Planning

Don’t Let the Dust Settle on Your Marriage Certificate Before You Get an Estate Plan – Here’s Why

Congratulations if you are recently engaged, and getting ready to marry your sweetheart, your soulmate, your life partner. Weddings are in the air. Maybe you have been married for a few months or a few years. Newlyweds to Silver and Gold Anniversary unions are all fair game when it comes to being acknowledged for staying together as … Continue reading Don’t Let the Dust Settle on Your Marriage Certificate Before You Get an Estate Plan – Here’s Why

We Celebrate You on Father’s Day and the Other 364 Days of the Year

This article has been edited and was originally posted on http://www.abettslaw.com on June 14, 2014, “How is Your Estate Plan Looking for Father’s Day?” (Part 1 of 3 - Series for Men). Happy Father’s Day to all the dads, granddads, uncles and other men who have been mentors to young people. We celebrate the wonderful contributions that … Continue reading We Celebrate You on Father’s Day and the Other 364 Days of the Year

Do You Feel Like Your Nonprofit is Missing a Fundraiser? Here’s Why Planned Giving Should be Part of the Plan

  The role of a fundraiser has countless duties and wears far too many hats. Nonprofits of all types, including faith-based organizations - have challenges when it comes to raising funds.  How many more bake sales or fancy dinners can you have? Fundraising is a necessary part of keeping the lights on, paying staff, maintaining facilities and … Continue reading Do You Feel Like Your Nonprofit is Missing a Fundraiser? Here’s Why Planned Giving Should be Part of the Plan

Reality Check, You Have an Estate Like it or Not

   Here's something to think about. Few people realize that regardless of assets - we all have an estate.  What the digits look like on your bank statement do not matter when it comes to having an estate.  If you have no children or a lot of children, you have an estate.  Being a Millennial … Continue reading Reality Check, You Have an Estate Like it or Not